vCIO Excellence Membership Program

(Example recorded session.  To get the rest subscribe to VEP!)

A vCIO program is more than just hiring an individual vCIO to run QBRs.  In this session, we discuss the various components of an effective vCIO program and what responsibilities they are to take on. 

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Building a cycle or cadence needs to be simple. Complex cycles will fall apart in our operational workflow. Here is a simple review of how to adapt a cycle that won't add complexity to your environment.

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Here we dive deeper into the conversation from Session 1. Don't think of the vCIO as an individual, think of it as a framework or set of activities within your organization. In this manner, you can hire appropriate resources, coordinate activities, and deliver a scalable and sustainable program to your clients.

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How to have an annual session with your clients that will differentiate your MSP as well as increase client engagement. You need a stable framework to discuss what is going on with your client's business each year. Here we discuss how a SWOT can take things to the next level with your clients.

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An IT budget session is a great way to discuss the true value of engaging in managed services.  This session is intended to teach engineers how to deliver an annual budget to give the client visibility into IT spend so they can make more informed decisions.

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Pricing and packaging up vCIO services can be tricky. Are you an all-inclusive MSP or are you itemizing engagements?  Either way your vCIO services will generate revenue but how?  We will answer these questions and be showing you how to set prices for your services.

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Here we wrap up the program. You have everything you need to deliver a world-class experience to your clients. The next thing is to schedule client kickoff sessions! This is not as clear cut as it sounds but we will give you some basic principles to follow that will ensure everything goes smoothly!

The right clients is just about all of them, what we want to do is pick out the right activities for our clients.

Technology Stack assessments and similar processes to create projects and activities for the client.

Set a tried and true report to increase project revenue quickly with a client by measuring their adoption.

How do we create an effective QBR? Many times when we deliver a QBR we are talking about tickets and SLA. Here we walk you through a progress report that will attract the right people in the room with the right topics.

What does the QBR we discussed in the last session actually look like in delivery?  Here we will role play the specific ideas presented in a quality QBR.

Roadmap planning tools allow you to create a visual for spending with your client.  If you couple this with the Budget session from the strategy series you have a potent combination for client engagement.  In this session we will walk you through an effective roadmap tool that you can use to increase engagements.

Here we show you how to share dynamic reports via a shareable link so the client can see the progress on annual tasks over time.

You now have all the tools & techniques to start generating increased project revenue.  Now you just need to follow up with your clients and start engaging!

The Technology Stack Audit creates a comprehensive assessment of the technology resources in use within an organization and compares that with your technology stack to provide an easy to understand Technology Health Score.  The Score can be used to track the overall status and progress of an organization, while the elements of the Score build a roadmap to keep clients aligned with technology guidelines.

Customizing the O365 report template can be very quick or complex. It all depends on your service offerings.  If you offer the full suite of MS products then you can probably just accept the report as-is but we still recommend looking it over and making sure there are no outdated items since Microsoft changes things all the time and it is hard to keep up with it.

SWOT Strategies may be the most important activity that you do to distinguish from other MSPs.  You can use any strategic methodology you are familiar with but in this course, we focus on SWOT.  It is easy to learn and deliver. As well your clients will all be familiar with the framework.  

This week you will follow up on the sessions that you scheduled in week 1. Then you will take these sessions and schedule some time with an internal team to review possible action items to recommend to your client.

During audit week there is a fair amount of activity going on. For our first round this week the clients should be well known to you. This means the TSA and O365 audits can be handled completely in-house fairly quickly.  

However, for new clients, this usually means you need to go on-site to perform the audit or scheduling out an hour for a phone call with them.

For smaller MSPs the vCIO is doing all the auditing but as you grow you will need team members who are well versed in these processes. You should also take time this week to delegate the activities to appropriate personnel and train them on how to use the reports.  

Once the audits are complete, open the reports in the platform and review the outcomes for next week's review session with personnel who performed the audits.

Delivering Business Focused Meetings

• Align recommendations with goals
• Build a roadmap for the year
• Gain approval for the roadmap

You have defined a program, you have delivered to your 3 clients,  now what do you do? 

Here we outline how to take the feedback and create a sustainable program that will constantly evolve over time.